Lee Financial’s Time Warner Inc TWX Stock Holding History

Lee Financial’s Portfolio TWX Stock Details TWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-79	Closed	-$7K	–	862
2018 Q1	$7K	Hold	79	–	–	﹤0.01%	584
2017 Q4	$7K	Hold	79	–	–	﹤0.01%	408
2017 Q3	$8K	Sell	79 -45	-36%	-$4.56K	﹤0.01%	385
2017 Q2	$12K	Buy	124 +45	+57%	+$4.46K	﹤0.01%	304
2017 Q1	$8K	Hold	79	–	–	﹤0.01%	321
2016 Q4	$8K	Buy	+79	New	+$7.03K	﹤0.01%	336

Other funds holding TWX

Numen Capital London, United Kingdom $13.5M AUM 47.6% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

NIM

NuWave Investment Management Parsippany, New Jersey $87.2M AUM 38.54% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

Lee Financial's TWX Position: Q2 2018 in Review

Lee Financial sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 79 shares — an estimated $7K sold.

Lee Financial first reported a position in TWX in Q4 2016 and held it in 6 quarters. The position peaked at $12K in Q2 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

Lee Financial reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
Lee Financial sold 79 Time Warner Inc shares in Q2 2018, an estimated $7K.
Lee Financial first reported a position in Time Warner Inc in Q4 2016 and held it in 6 quarters.
Lee Financial's Time Warner Inc position peaked at $12K in Q2 2017.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.